Episodes

  • EP 85 | Update on the Markets + Helping Elder Parents

    EP 85 | Update on the Markets + Helping Elder Parents
    Jan 26 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2025/01/Investing-Simplified-01.26.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 84 | Affording a Dream Retirement, Markets Latest & 15 Reasons You Might Regret RVs

    EP 84 | Affording a Dream Retirement, Markets Latest & 15 Reasons You Might Regret RVs
    Jan 19 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2025/01/Investing-Simplified-01.19.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 83 | S&P 500, IRAs and 401Ks in 2025 + Inherited IRAs

    EP 83 | S&P 500, IRAs and 401Ks in 2025 + Inherited IRAs
    Jan 12 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2025/01/Investing-Simplified-01.12.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 82 | New Year Reminders, Top 5 Wealthiest People & Bonds

    EP 82 | New Year Reminders, Top 5 Wealthiest People & Bonds
    Jan 5 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2024/12/Investing-Simplified-01.05.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 81 | Looking Back at 2024 and Into 2025: Concentrated Positions, Fed Rate Cut, GDP & Divorce Question

    EP 81 | Looking Back at 2024 and Into 2025: Concentrated Positions, Fed Rate Cut, GDP & Divorce Question
    Dec 29 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/12/Investing-Simplified-12.29.24.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 80 | December Markets and Tax Efficient Strategies & Withdrawals

    EP 80 | December Markets and Tax Efficient Strategies & Withdrawals
    Dec 22 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/12/Investing-Simplified-12.22.24.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 79 | Update on Bonds & the Stock Market

    EP 79 | Update on Bonds & the Stock Market
    Dec 15 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/12/Investing-Simplified-12.15.24.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 78 | The Santa Claus Rally, In-Service Withdrawals and Your 401K

    EP 78 | The Santa Claus Rally, In-Service Withdrawals and Your 401K
    Dec 8 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/12/Investing-Simplified-12.08.24.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
    Show More Show Less
    57 mins